I’m often asked how to invest a lump sum of new cash. Should this money be invested in the markets all at once or dollar-cost averaged (DCA) over time? The answer depends on several factors: where the ...

It is important to note that lump sum payouts of retroactive benefits are available only under certain circumstances. Even then, inconsistent guidelines from the Social Security Administration seem to ...

Defined benefit plan participants will have greater flexibility in choosing how to receive their pension benefits under final regulations issued by the IRS (T.D. 9783). The regulations finalized ...

Recently, while contemplating the ethics of whether to help a client financially, our POTUS popped into mind. I was reminded about how attorney Michael Cohen violated Rule 1.8(e) in paying Stephanie ...

Life insurance rule: After the outbreak of Covid-19 pandemic, investors have realised the importance of life insurance in one's financial planning. According to investment and financial planners, a ...

Under the revised NPS rules, retirees can withdraw up to 80% of their corpus as a lump sum, while at least 20% must be used ...

NPS reforms now allow non-government subscribers to withdraw up to 80% of their corpus under various conditions, a ...

"The new schemes have a minimum vesting period of 15 years. This means if you start investing at 30, you can exit at 45, ...

The 25 per cent tax-free lump sum should be capped at £100,000 to help make savings perks fairer, an influential thinktank said today. The controversial call came from the Institute for Fiscal Studies ...